Windham Brannon Financial Group, a US-based financial planning and wealth management firm, has been renamed as TrueWealth Management.
TrueWealth will be headed by president and CEO Jim Heard and delivers clients with personalized wealth management advisory services.
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Based in Atlanta, Georgia, TrueWealth manages over US$900 million of investment assets for 300+ family and individual clients globally and comprises 20 team members including 10 advisors.
Additionally, TrueWealth has also launched a new website, created a new logo and creative assets, as well as will move to a new suite of offices in the 3630 Peachtree Road building later this year.
TrueWealth said that the new visual identity was developed by Madison Marketing to convey the firm’s principles that includeTrueValues, TrueTalent, TruePlanning and TruePortfolios.
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